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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $24.0B AUM 4,317 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 685 New 1284 Added 2237 Reduced 855 Exited
Page 49 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 PAYC PAYCOM SOFTWARE INC Technology 32,331.0 $3.9M 0.02% +29K +1016.0% $121.54 +10.0%
962 JEF PUT JEFFERIES FINANCIAL GROUP IN Financial Services 95,200.0 $3.9M 0.02% +85K +852.0% $41.27 +24.4%
963 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 69,204.0 $3.9M 0.02% +58K +525.3% $56.63 -16.3%
964 BRIGHT MINDS BIOSCIENCES INC 53,706.0 $3.9M 0.02% +28K +108.0% $72.97
965 ANET CALL ARISTA NETWORKS INC Technology 31,900.0 $3.9M 0.02% -44K -58.1% $122.78 +17.5%
966 GROY GOLD ROYALTY CORP Basic Materials 1,093,965.0 $3.9M 0.02% -652K -37.3% $3.58 -10.9%
967 PUT FORTINET INC 47,800.0 $3.9M 0.02% -108K -69.3% $81.72
968 LI LI AUTO INC Consumer Cyclical 218,764.0 $3.9M 0.02% +77K +54.5% $17.83 -9.7%
969 PSX CALL PHILLIPS 66 Energy 21,400.0 $3.9M 0.02% -24K -52.5% $182.18 -2.7%
970 KGC KINROSS GOLD CORP Basic Materials 127,466.0 $3.9M 0.02% +80K +170.7% $30.52 -7.2%
971 ARM PUT ARM HOLDINGS PLC Technology 25,700.0 $3.9M 0.02% -30K -53.6% $151.28 +89.9%
972 HOOD PUT ROBINHOOD MKTS INC Financial Services 56,100.0 $3.9M 0.02% -28K -33.7% $69.30 +8.3%
973 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 53,499.0 $3.9M 0.02% -55K -50.8% $72.46 +18.6%
974 SCHW SCHWAB CHARLES CORP Financial Services 41,246.0 $3.9M 0.02% -113K -73.3% $93.98 -4.6%
975 DOW DOW HLDGS INC Basic Materials 92,987.0 $3.9M 0.02% +9K +11.2% $41.65 -12.8%
976 EYPT EYEPOINT INC Healthcare 300,184.0 $3.9M 0.02% NEW $12.89 -0.2%
977 CWAN CALL CLEARWATER ANALYTICS HLDGS I Technology 163,600.0 $3.9M 0.02% -146K -47.2% $23.65 +3.0%
978 NEBIUS GROUP N.V. 37,073.0 $3.8M 0.02% -55K -59.9% $103.76
979 LRCX PUT LAM RESEARCH CORP Technology 18,000.0 $3.8M 0.02% -116K -86.6% $213.66 +39.4%
980 CRCL PUT CIRCLE INTERNET GROUP INC Financial Services 40,300.0 $3.8M 0.02% -5K -10.8% $95.41 +21.5%
Page 49 of 216  ·  4,317 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 21.8%
Technology 19.8%
Consumer Cyclical 16.7%
Industrials 11.5%
Healthcare 9.2%
Communication Services 6.9%
Energy 4.3%
Basic Materials 3.9%
Consumer Defensive 2.9%
Real Estate 1.5%